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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,473 | $95,406+117.5% | $185,849+11.6% | $85,847+141.7% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 26.91% | 23.59%+3.3pp | 122.10%-95.2pp | 318.61%-291.7pp |
| Employer contribution / active EE | $17,400 | $3,314+425.1% | $5,169+236.6% | $2,565+578.3% |
| Participant deferral / active EE | $17,503 | $3,424+411.2% | $5,569+214.3% | $3,952+342.9% |
| Admin fee / account holder | $1,586 | $7,214-78.0% | $16,244-90.2% | $6,261-74.7% |